Hilltop Wealth Advisors
Latest statistics and disclosures from Hilltop Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IUSG, IVV, VEA, XLV, VWO, and represent 58.56% of Hilltop Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: VWO, PULS, ESGE, IUSG, SPEM, DUK, WMT, XLV, AVGO, IJH.
- Started 4 new stock positions in WMT, DUK, WIT, PULS.
- Reduced shares in these 10 stocks: FENY (-$13M), GOOGL, AAPL, AMZN, MSFT, JEPQ, VEA, NVDA, IUSV, DIS.
- Sold out of its positions in ABT, DIS, FENY, JEPQ, RY.
- Hilltop Wealth Advisors was a net seller of stock by $-23M.
- Hilltop Wealth Advisors has $167M in assets under management (AUM), dropping by -16.19%.
- Central Index Key (CIK): 0001786241
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Portfolio Holdings for Hilltop Wealth Advisors
Hilltop Wealth Advisors holds 53 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p Us Gwt (IUSG) | 22.4 | $37M | 241k | 155.11 |
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| Ishares Tr Core S&p500 Etf (IVV) | 14.2 | $24M | 36k | 653.22 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 9.8 | $16M | -2% | 256k | 64.08 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 8.5 | $14M | 97k | 146.61 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.6 | $6.0M | +58% | 111k | 54.05 |
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| Ishares Tr Esg Optimized (SUSA) | 3.3 | $5.5M | 42k | 132.10 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 2.8 | $4.7M | -4% | 152k | 30.96 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 2.6 | $4.3M | -2% | 20k | 211.15 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 2.5 | $4.1M | -5% | 41k | 102.25 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 2.3 | $3.8M | 13k | 287.18 |
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| NVIDIA Corporation (NVDA) | 2.2 | $3.7M | -8% | 21k | 174.40 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 2.0 | $3.4M | 36k | 95.62 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 2.0 | $3.4M | -4% | 30k | 113.11 |
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| Vanguard World Mega Grwth Ind (MGK) | 1.8 | $3.0M | 8.3k | 367.44 |
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| Vanguard World Mega Cap Index (MGC) | 1.7 | $2.8M | 12k | 236.34 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 1.6 | $2.7M | -5% | 28k | 97.23 |
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| Ishares Tr Core Msci Intl (IDEV) | 1.6 | $2.7M | -3% | 32k | 83.57 |
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| International Business Machines (IBM) | 1.5 | $2.5M | 10k | 242.38 |
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| Vanguard World Mega Cap Val Etf (MGV) | 1.3 | $2.2M | 15k | 144.95 |
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| Apple (AAPL) | 1.3 | $2.1M | -58% | 8.3k | 253.78 |
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| Microsoft Corporation (MSFT) | 1.2 | $2.0M | -45% | 5.4k | 370.16 |
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| Ishares Tr Esg Select Scre (XJH) | 1.2 | $2.0M | 44k | 45.37 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.8 | $1.3M | +56% | 29k | 45.47 |
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| Spdr Index Shs Fds State Street Spd (SPEM) | 0.6 | $1.0M | +46% | 22k | 46.91 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.6 | $928k | 2.1k | 436.74 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.5 | $867k | +5% | 13k | 67.53 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $770k | -83% | 2.7k | 287.58 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.4 | $718k | 37k | 19.30 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.4 | $659k | -17% | 23k | 29.13 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $619k | 6.8k | 90.53 |
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| Amazon (AMZN) | 0.3 | $528k | -82% | 2.5k | 208.31 |
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| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.3 | $499k | NEW | 10k | 49.50 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.3 | $433k | 1.4k | 318.07 |
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| Johnson & Johnson (JNJ) | 0.2 | $415k | +9% | 1.7k | 244.44 |
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| Ishares Tr Esg Msci Kld 400 (DSI) | 0.2 | $396k | 3.3k | 121.19 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $393k | 821.00 | 479.20 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $385k | +2% | 1.3k | 294.25 |
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| Ishares Tr National Mun Etf (MUB) | 0.2 | $374k | 3.5k | 106.16 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $351k | 540.00 | 650.34 |
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| Broadcom (AVGO) | 0.2 | $336k | +17% | 1.1k | 309.51 |
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| Meta Platforms Cl A (META) | 0.2 | $331k | +4% | 579.00 | 572.00 |
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| Visa Com Cl A (V) | 0.2 | $296k | 980.00 | 302.24 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $281k | 471.00 | 596.95 |
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| Ventas (VTR) | 0.2 | $274k | 3.3k | 81.78 |
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| Tesla Motors (TSLA) | 0.2 | $269k | -30% | 722.00 | 371.89 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $254k | 849.00 | 298.84 |
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| Abbvie (ABBV) | 0.1 | $249k | 1.1k | 217.55 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $245k | -5% | 425.00 | 577.47 |
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| Merck & Co (MRK) | 0.1 | $241k | +5% | 2.0k | 120.29 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $228k | NEW | 1.7k | 130.93 |
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| Welltower Inc Com reit (WELL) | 0.1 | $227k | +2% | 1.1k | 197.71 |
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| Wal-Mart Stores (WMT) | 0.1 | $220k | NEW | 1.8k | 124.28 |
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| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $24k | NEW | 12k | 2.12 |
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Past Filings by Hilltop Wealth Advisors
SEC 13F filings are viewable for Hilltop Wealth Advisors going back to 2019
- Hilltop Wealth Advisors 2026 Q1 filed April 15, 2026
- Hilltop Wealth Advisors 2025 Q4 filed Jan. 14, 2026
- Hilltop Wealth Advisors 2025 Q3 filed Oct. 16, 2025
- Hilltop Wealth Advisors 2025 Q2 filed July 11, 2025
- Hilltop Wealth Advisors 2025 Q1 filed April 16, 2025
- Hilltop Wealth Advisors 2024 Q4 filed Jan. 8, 2025
- Hilltop Wealth Advisors 2024 Q3 filed Oct. 9, 2024
- Hilltop Wealth Advisors 2024 Q2 filed July 3, 2024
- Hilltop Wealth Advisors 2024 Q1 filed April 5, 2024
- Hilltop Wealth Advisors 2023 Q4 filed Jan. 17, 2024
- Hilltop Wealth Advisors 2023 Q3 filed Oct. 16, 2023
- Hilltop Wealth Advisors 2023 Q2 filed July 19, 2023
- Hilltop Wealth Advisors 2023 Q1 filed April 19, 2023
- Hilltop Wealth Advisors 2022 Q4 filed Feb. 2, 2023
- Hilltop Wealth Advisors 2022 Q3 filed Nov. 10, 2022
- Hilltop Wealth Advisors 2022 Q2 filed July 15, 2022